Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
LBWIX vs MDDAX
Shared holdings
220
LBWIX covered by MDDAX
98.04%
MDDAX covered by LBWIX
98.04%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
LBWIX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| EXXON MOBIL CORP | 4.95% | |
| JPMORGAN CHASE and CO | 4.79% | |
| JOHNSON&JOHNSON | 3.94% | |
| BANK OF AMERICA CORPORATION | 2.56% | |
| MORGAN STANLEY | 2.12% | |
| GOLDMAN SACHS GROUP INC | 2.11% | |
| WALT DISNEY CO/T | 2.06% | |
| WELLS FARGO & CO | 1.97% | |
| VERIZON COMMUNICATIONS INC | 1.84% | |
| AT&T INC | 1.79% | |
| QUALCOMM INC | 1.65% | |
| PROCTER & GAMBLE | 1.63% | |
| iShares Trust RUSSELL 1000 VALUE ETF | 1.63% | |
| PEPSICO INC | 1.61% | |
| AMGEN INC | 1.48% | |
| MERCK & CO | 1.46% | |
| LOWES COS INC | 1.45% | |
| CITIGROUP INC | 1.41% | |
| HCA HEALTHCARE INC | 1.39% | |
| ALTRIA GROUP INC | 1.33% | |
| GILEAD SCIENCES INC | 1.28% | |
| MICRON TECHNOLOGY INC | 1.25% | |
| NEWMONT CORP | 1.16% | |
| CHUBB LTD | 1.14% | |
| T-MOBILE US INC | 1.13% | |
| MEDTRONIC PLC | 1.12% | |
| FEDEX CORP | 1.04% | |
| AMERICAN EXPRESS CO | 1.03% | |
| 3M CO | 0.92% | |
| TRAVELERS COS IN | 0.91% | |
| KINDER MORGAN INC | 0.90% | |
| PHILLIPS 66 | 0.89% | |
| UNITED PARCEL SERVICE INC CL B | 0.87% | |
| DUKE ENERGY CORP NEW | 0.83% | |
| SCHWAB CHARLES CORP | 0.81% | |
| EOG RESOURCES INC | 0.80% | |
| GENERAL DYNAMICS CORPORATION | 0.80% | |
| CVS HEALTH CORP | 0.78% | |
| META PLATFORMS INC CL A | 0.75% | |
| GENERAL MOTORS CO | 0.73% | |
| DIAMONDBACK ENERGY INC | 0.69% | |
| BANK OF NEW YORK MELLON CORP | 0.68% | |
| MONDELEZ INTL INC | 0.66% | |
| DELL TECHNOLOGIES INC CL C | 0.66% | |
| TARGET CORP | 0.65% | |
| Western Asset Premier Institutional US Treasury Reserves | 0.62% | |
| CENCORA INC | 0.61% | |
| PNC FINANCIAL SERVICES GRP INC | 0.61% | |
| CORTEVA INC | 0.59% | |
| FORD MOTOR CO | 0.56% |
MDDAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| EXXON MOBIL CORP | 4.97% | |
| JPMORGAN CHASE and CO | 4.86% | |
| JOHNSON&JOHNSON | 3.96% | |
| BANK OF AMERICA CORPORATION | 2.50% | |
| iShares Trust RUSSELL 1000 VALUE ETF | 2.27% | |
| GOLDMAN SACHS GROUP INC | 2.13% | |
| MORGAN STANLEY | 2.12% | |
| WALT DISNEY CO/T | 2.02% | |
| WELLS FARGO & CO | 1.95% | |
| VERIZON COMMUNICATIONS INC | 1.80% | |
| AT&T INC | 1.75% | |
| QUALCOMM INC | 1.62% | |
| PROCTER & GAMBLE | 1.62% | |
| PEPSICO INC | 1.57% | |
| LOWES COS INC | 1.48% | |
| AMGEN INC | 1.45% | |
| MERCK & CO | 1.44% | |
| CITIGROUP INC | 1.42% | |
| HCA HEALTHCARE INC | 1.32% | |
| ALTRIA GROUP INC | 1.30% | |
| GILEAD SCIENCES INC | 1.28% | |
| MICRON TECHNOLOGY INC | 1.25% | |
| NEWMONT CORP | 1.14% | |
| MEDTRONIC PLC | 1.13% | |
| T-MOBILE US INC | 1.12% | |
| CHUBB LTD | 1.11% | |
| AMERICAN EXPRESS CO | 1.00% | |
| FEDEX CORP | 0.99% | |
| 3M CO | 0.90% | |
| TRAVELERS COS IN | 0.88% | |
| KINDER MORGAN INC | 0.88% | |
| PHILLIPS 66 | 0.86% | |
| UNITED PARCEL SERVICE INC CL B | 0.86% | |
| DUKE ENERGY CORP NEW | 0.82% | |
| GENERAL DYNAMICS CORPORATION | 0.80% | |
| EOG RESOURCES INC | 0.80% | |
| SCHWAB CHARLES CORP | 0.80% | |
| CVS HEALTH CORP | 0.77% | |
| GENERAL MOTORS CO | 0.74% | |
| META PLATFORMS INC CL A | 0.73% | |
| BANK OF NEW YORK MELLON CORP | 0.70% | |
| DIAMONDBACK ENERGY INC | 0.67% | |
| MONDELEZ INTL INC | 0.65% | |
| TARGET CORP | 0.65% | |
| DELL TECHNOLOGIES INC CL C | 0.64% | |
| CENCORA INC | 0.62% | |
| PNC FINANCIAL SERVICES GRP INC | 0.59% | |
| CORTEVA INC | 0.58% | |
| FORD MOTOR CO | 0.53% | |
| PFIZER INC | 0.53% |
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